Grant Allen
The Patten Group · Chattanooga, Tennessee
Grant Allen is a fee-only financial advisor at The Patten Group in Chattanooga, Tennessee, who holds the CFA credential. The Patten Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Patten Group |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $725.1M across 1,398 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN · CRD 7161012 |
| Exams passed | Series 65 (2019) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.360patten.com |
How Grant's firm compares
- The Patten Group's average account is about $519,000, from its Form ADV (assets managed divided by 1,398 accounts).
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Questions about Grant
Is Grant Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and The Patten Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant's firm, The Patten Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grant Allen based?
Grant Allen is based in Chattanooga, Tennessee.
What credentials does Grant Allen hold?
Grant Allen holds the CFA credential.
Is Grant Allen registered with the SEC?
Yes. Grant Allen is registered as an investment adviser representative in TN (CRD 7161012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Patten Group manage?
The Patten Group reports $725.1M across 1,398 accounts in assets under management.
How do I contact Grant Allen?
Through Grant's website, www.360patten.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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